Create a company

Task index

Create a company so it can be selected elsewhere

Create a company

When to use this

You need a company you can select on other records (for example: a customer, supplier, partner, or contractor).
You’re onboarding a new customer or supplier and want their company on file before adding contacts or sites.

What you need first

You must be signed in to the correct account.
Your account must have the People module enabled. If it is not enabled, company creation is blocked.

Steps

1. Start creating a company from the Companies list, or from any company picker that offers Create Company. 2. Enter the Name (required).

3. (Optional) Enter a Website. 4. (Optional) Choose one or more Categories to help you filter and group companies. 5. Choose Create.

The system does not stop you creating two companies with the same name. Use a name your team will recognize.

What happens next

The company is saved immediately and appears in your companies list and company pickers.
If you chose categories, the company will show under those category filters.
If you don’t see the new company right away, refresh the page and try again.

If it goes wrong

If you see an error that the People module is not enabled, you cannot create companies in this account until an admin enables it.
If the form says the name is required, enter a name (not just spaces) and try again.
If you see an “Unknown company categories” error, clear the category selection and try again.

Failure and recovery matrix

| Problem you see | What it means | Immediate fix | When to escalate | |---|---|---|---| | “Unauthorized” | You are signed out, your session expired, or you don’t have access to this account. | Sign in again, then retry. | Escalate if you can sign in but still cannot access the account. | | “People module is not enabled for this account” | This account does not have the People module enabled, so company records are blocked. | You cannot complete this task in this account. | Escalate to an admin to enable the People module for the account. | | “name is required” | The company name was blank or only spaces. | Enter a company name, then create again. | Escalate if the error persists after entering a valid name. | | “Unknown company categories: …” | One or more selected categories are not available in this account. | Clear the category selection and try again, then re-assign categories after they exist. | Escalate if you can’t manage categories and need a new one added. | | “Failed to create” (or “Internal server error”) | The save did not complete. | Refresh and try again once. | Escalate if it happens repeatedly or for multiple users. |

Change alignment notes

Confirmed in system behavior: company Name is required; Website and Categories are optional; company creation saves immediately.
Confirmed in system behavior: company creation is blocked when the account does not have the People module enabled.
Confirmed in system behavior: category selection is validated; selecting a category that does not exist returns an error.